High Net Worth Financial Planner

Do you feel the most fulfilling aspect of being a financial planner is developing potential techniques and strategies for advisors and their client’s consideration?  Do you enjoy collaborating and socializing with other subject matter experts including CFP®s, Attorneys, and CPAs to explore all angles of an opportunity or challenge?

This individual will be part of a growing team within the LPL Business Solutions organization responsible for supporting Financial Advisors with back-office financial planning support so that they can continue to provide superior personal financial advice to their clients. The ideal candidate will be passionate about financial planning and eager to advance their planning knowledge.

High-Net-Worth Services offers a comprehensive suite of fee-based planning services and additional high-net-worth focused capabilities to help LPL advisors win and serve high-net-worth investors with more complex needs.  Our human-led, tech-enabled services help our advisors deliver great financial advice and run thriving businesses.

Job Overview:

In support of subscribing advisors and their affluent/mass affluent clients, the Planner, High-Net-Worth Services will be a dedicated resource supporting the delivery of Advanced Financial Plans.  Acting in a specialist capacity, the Planner will tackle eMoney data entry, collaborate with High-Net-Worth Services colleagues and advisors on plan design, create plan summaries, and help prepare advisors to present the plan to their clients.

Responsibilities:

• Assist in the client data-gathering process and input data into financial planning software (eMoney).
• Analyze financial data to construct comprehensive financial plans and develop customized financial solutions and strategies for end clients. Areas of emphasis include lifestyle maintenance, estate planning, philanthropic planning, asset management, and risk mitigation.
• The candidate will need to clearly articulate planning recommendations to Advisors and end clients as necessary.
• Research ad-hoc financial planning questions as necessary to further support our Advisors and their clients.
• Has proficiency in eMoney
• Demonstrate an understanding of increasingly complex personal and business financial planning concepts and stay informed of current financial planning developments and tax law changes.

What are we looking for?

The candidate must demonstrate keen strategic thinking, analytical, project management and excellent time management abilities.  The candidate must be able to balance a collaborative approach with driving their own independent efforts across all levels of a dynamic, entrepreneurial, and fast-paced organization.

Requirements:

• Must have CFP® designation
• Minimum of 5 years of experience within a financial services and/or a financial planning environment
• Experience planning for affluent clients ($5M+ net worth)
• Proficient with eMoney Advisor
• Bachelor’s degree
• Ability to excel in a fast-paced environment encompassing multiple disciplines and product lines

Preferences:

• Additional Designations: CEP®, CPWA®, CEPA®, CRPC®, CAP®
• Strong personal financial planning knowledge and an understanding of financial services products and solutions
• Software/Systems Skills: MS Office, Salesforce
• Strong teamwork and interpersonal skills

Why LPL?

At LPL, we believe that objective financial guidance is a fundamental need for everyone. As the nation’s leading independent broker-dealer, we offer an integrated platform of proprietary technology, brokerage, and investment advisor services. We provide you with a work environment that encourages your creativity and growth, a leadership team that is supportive and responsive, and the opportunity to create a career that has no limits, only amazing potential.

We are one team on one mission. We take care of our advisors, so they can take care of their clients.

Because our company is not too big and not too small, you can seize the opportunity to make a real impact. We are committed to supporting workplace equality, and we embrace the different perspectives and backgrounds of our employees. We also care for our communities, and we encourage our employees to do the same. This creates an environment in which you can do your best work.

Want to hear from our employees on what it’s like to work at LPL?  Watch this!

We take social responsibility seriously.  Learn more here!

Want to see info on our benefits?  Learn more here.

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Pay Range:

Why LPL? 

At LPL, we believe that objective financial guidance is a fundamental need for everyone. As the nation’s leading independent broker-dealer, we offer an integrated platform of proprietary technology, brokerage, and investment advisor services. We provide you with a work environment that encourages your creativity and growth, a leadership team that is supportive and responsive, and the opportunity to create a career that has no limits, only amazing potential.

We are one team on one mission. We take care of our advisors, so they can take care of their clients.

Because our company is not too big and not too small, you can seize the opportunity to make a real impact. We are committed to supporting workplace equality, and we embrace the different perspectives and backgrounds of our employees. We also care for our communities, and we encourage our employees to do the same. This creates an environment in which you can do your best work.

We take social responsibility seriously. Learn more here

Want to see info on our benefits?  Learn more here

Join the LPL team and help us make a difference by turning life’s aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.

Information on Interviews:

LPL will only communicate with a job applicant directly from an @lplfinancial.com email address and will never conduct an interview online or in a chatroom forum.  During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant’s bank or credit card.  Should you have any questions regarding the application process, please contact LPL’s Human Resources Solutions Center at (855) 575-6947.